Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management Portfolio 13F
Dev Kantesaria Holdings Activity
- Portfolio value:
- $3.12B~ (-$259M~)
- Previous value:
- $3.38B~
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Valley Forge Capital Management has disclosed a total of 4 changes to the portfolio in the latest (2026 Q2) SEC report(s): decreased the number of shares of 4 position(s).
What stocks is Dev Kantesaria buying now?
In the recent quarter Dev Kantesaria has not purchased any securities.
4 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Fair Isaac Corp
|
-12.63%
|
-97,156
|
672,186
|
-3.44%
|
$1,194.78
|
-1.88%($1,172.36)
|
25.77%
|
2018 Q2
|
~8.25 years
|
|
|
|
S&P Global Inc
|
-13.31%
|
-234,038
|
1,524,036
|
-2.82%
|
$407.26
|
+5.45%($429.44)
|
19.92%
|
2016 Q4
|
~9.75 years
|
|
|
|
Visa Inc, CL-A
|
-22.68%
|
-135,775
|
462,978
|
-1.38%
|
$343.09
|
+7.77%($369.75)
|
5.10%
|
2016 Q4
|
~9.75 years
|
|
|
|
Mastercard Inc
|
-28.34%
|
-421,562
|
1,065,934
|
-6.41%
|
$513.60
|
+12.84%($579.57)
|
17.57%
|
2016 Q4
|
~9.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".